To add a new tenant ensure you are on the Property you wish to attach the tenant to and then select New in the Tenant drop down.
This screen will appear if there is still an Active tenant attached. Select No and then make the tenant In-Active before continuing with setting up the new tenant.
When setting up the new tenant add as much information as possible. Ensure the paid to date is correct and the day prior to when their lease starts.
The new tenant will be given an automated unique ID number.
It is also recommended that the Surname is entered first (with a comma after the surname) so that the name can be used to list tenants in alphabetical order. When the program uses a name in a letter or a statement, the name will be transposed back to its correct position.
To cancel the creation of a new record, close the screen before Posting.
|•||Tenant ID numbers, which have been archived or deleted, are not reused.|
|•||By default, the paid to date is set to the day before the lease date.|
|•||A property should only have one active tenant, a vacating tenant should be made inactive and then archived.|
|•||For a tenant connected to a commercial property, a second page will appear for additional data.|
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